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UMB Financial
UMBF

Overview Fund Activity

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
3
EARNEST Partners
EARNEST Partners
Georgia
+$144M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$120M
5
State Street
State Street
Massachusetts
+$86.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$29.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$21.4M
3
ACL
Azora Capital LP
Florida
-$20.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$17.7M
5
WAM
Weiss Asset Management
Massachusetts
-$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
251
Pitcairn
Pennsylvania
$447K +$17.9K +177 +4%
WIM
252
WealthPlan Investment Management
Nebraska
$445K -$8.9K -88 -2%
EWA
253
EP Wealth Advisors
California
$445K +$206K +2,038 +86%
CIM
254
Cambria Investment Management
California
$443K +$443K +4,377 New
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$437K +$67.2K +665 +18%
USAA
256
United Services Automobile Association
Texas
$431K +$431K +4,301 New
FT
257
Fiduciary Trust
Massachusetts
$413K +$172K +1,704 +72%
TRCT
258
Tower Research Capital (TRC)
New York
$413K -$141K -1,390 -25%
PA
259
Profund Advisors
Maryland
$410K -$87K -861 -18%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$408K +$2.02K +20 +0.5%
LRPA
261
L. Roy Papp & Associates
Arizona
$407K – – –
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$404K – – –
PCM
263
Polymer Capital Management
New York
$404K +$404K +3,998 New
S
264
SignatureFD
Georgia
$401K +$53.1K +525 +15%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$401K +$188K +1,856 +88%
NEWAS
266
N.E.W. Advisory Services
Wisconsin
$391K +$391K +3,864 New
CGH
267
Crossmark Global Holdings
Texas
$383K +$15.2K +150 +4%
FCT
268
First Community Trust
Iowa
$377K +$377K +3,730 New
GS
269
GTS Securities
New York
$374K -$56.1K -555 -13%
FNA
270
First National Advisers
Nebraska
$372K +$372K +3,675 New
AWS
271
Atria Wealth Solutions
New York
$368K -$44.8K -441 -11%
AA
272
ALPS Advisors
Colorado
$356K +$356K +3,520 New
OR
273
Olympiad Research
Connecticut
$355K +$355K +3,508 New
MML Investors Services
274
MML Investors Services
Massachusetts
$352K +$139K +1,371 +65%
AAS
275
Avantax Advisory Services
Texas
$347K -$31.9K -315 -8%
9 10
11
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